Advisory services are offered through Simple Financial, LLC, an Investment Advisor in the State of Utah. Insurance products and services are offered through Legacy Insurance & Financial Services, LLC, an affiliated company. Simple Financial, LLC and Legacy Insurance & Financial Services, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. Simple Financial, LLC cannot accept requests for securities transactions or other similar instructions through email. Simple Financial, LLC cannot ensure the security of information emailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this e-mail is subject to regulatory, supervisory, and law enforcement review.